This year you have introduced several new bugs into TurboTax. Instead of simply improving last year's program, each year you rewrite the program and introduce a whole lot of new bugs into the program. So this year the over ride command in the Edit menu does not work. The program has a bug in line 11 of Form 4562. At every review of the program an error was flaged on my Section 179 deduction, but the program would not allow me to fix the problem. At the very end the program would not let me do an electronic filing because I did not fix the Section 179 error. So I had to do a paper filing of the return and over-ride all the error messages.
The step-by-step to forms mode switching does not work well again this year. If I switch to forms and then back to step-by-step the progarm loses its place and makes me start the previous section all over again.
The forms section does not let me make changes in many values, and does not let me force changes in values I wish to change.
The program lost some of my supporting detail information from last year. So I was not sure how I classified certain expenses during the previous year.
The tax code is extreamly complicated. Your program provides a simplified path through the tax code, but you go too far. You must provide a way of by-passing step-by-step and work the forms, when necessary. I stay on the step-by-step 90% of the time. When I do go to the forms I need to be able to go back to step-by-step and continue where I left off. Also, I should be able to start step-by-step anywhere I wish; often I do not yet have the data to fill out the current section and need to come back to it later.
I hope you make these improvements without introducing new bugs next year.
Turbo Tax changes a little each year, you need to be aware of the changes in formats and process. Better to have all your information handy before starting return.
What's great about it: Step by Step thru process
What's not so great: Doesn't force you do to the return early
TurboTax is great. We have used for many years for home and small business.
Pros: Tenacious. I do not like doing taxes but the application has the right tone and keeps you moving forward without bogging down in the IRS form lingo. The app circles back to areas that need attention and will continue to circle back until resolved.
Cons: Navigation can be tedious when starting a section all over. Click, click, click until you get to the screen you want. This may be necessary. It would be nice if there was a feature to bookmark the screen without starting over.
Requested feature: With more saavy computer users and split screens, it would be nice to have the application show both the forms and the guided screens in separate windows. This may help some users understand what is being asked when viewed in the context of the IRS form. Use both sides of the brain.
What's great about it: The application kept on moving forward even if it had to skip a bit.
What's not so great: Slow startup time and update checking.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
I find the customer service very helpful. I had to call in for help and found the person who helped me extremely patient and helpful. Although the wait was very long, it was late in the tax season.
What's great about it: Easy to use
What's not so great: There seem to be a glitch in the software. Sometimes information didn't take after I answered it.
I have used Turbo Tax for the better part of the last decade and have always found it to be a great program. It gets you from start to finish relatively quickly and gives you good information along the way. The more I use it, the more intuitive it is and I am able to finish that much faster. The downside is the "fix errors" feature. If you miss anything inadvertently, it asks you to fill in the information for a particular line that you have no context for or information about. When I pulled up the actual form, it did not show you the line you were trying to enter info into, but I had to search to figure out what error it was referring to. Finding the line item was no help, since I had filled all my information in via the program, I now had no context for what the line was asking for and there was no way to find specific help about it in the program. I wish it would give a little more contextual help in fixing errors, especially for those of us small business owners who aren't that adept at the financial ins and outs in the first place.
What's great about it: Straightforward and easy to understand
What's not so great: Details can get very convoluted